How do I add a customer for recurring billing?

Before you can set up recurring billing for a customer, you must create a profile to store their payment information and recurring billing contract.

To add a customer for recurring billing:

Option 1. Complete the steps in the following video:

Option 2. Complete the following steps:

1. On the toolbar, click Recurring Billing.
2. On the side menu, click Add New Customer.
3. Type the Customer Information:
• Customer ID. You can assign a Customer ID that includes numbers and letters.
• Company
• First Name
• Last Name
• Title
• Department
4. Type the Contact Information:
• Email Address
• Daytime Phone
• Evening Phone
• Mobile Phone
• Fax Phone
5. Enter the Billing Address:
• Address Line 1
• Address Line 2
• Address Line 3
• City
• Using the drop-down menu, select the State or Province.
• Postal Code
6. Click Add Customer.

Tags: payments portal, recurring billing, regular payment, add customer, contract, subscription